Travelers Companies, Inc.
TRV- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Travelers Companies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,869
- +87 vs. Q1 2026
- Shares held
- 185.1M
- +6.90M (+3.9%) vs. Q1 2026
- Total value
- $61.0B
- +$9.04B (+17.4%) vs. Q1 2026
- New holders
- 191
- 686 more added
- Sold out
- 104
- 632 more reduced
23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $36.0B |
| Q3 2022 | 1,204 | $29.7B |
| Q2 2022 | 1,222 | $33.1B |
| Q1 2022 | 1,277 | $36.0B |
| Q4 2021 | 1,229 | $31.3B |
| Q3 2021 | 1,137 | $31.1B |
| Q2 2021 | 1,138 | $31.0B |
| Q1 2021 | 1,172 | $31.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aries Wealth Management | 2,658 | $877.5K | 0.17% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,658 | $877.5K | 0.04% | +2,658 | New |
| Grimes & Company, Inc. | 2,675 | $883.2K | 0.02% | +115+4.5% | Added |
| IKE Capital, LLC | 2,689 | $887.7K | 0.47% | −224−7.7% | Reduced |
| Eastern Bank | 2,696 | $890.0K | 0.01% | −105−3.7% | Reduced |
| Catalytic Wealth RIA, LLC | 2,699 | $891.0K | 0.05% | −143−5.0% | Reduced |
| Baker Ellis Asset Management LLC | 2,700 | $891.3K | 0.09% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,710 | $894.6K | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 2,716 | $896.6K | 0.02% | −22−0.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,729 | $900.9K | 0.03% | −184−6.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,747 | $906.7K | 0.01% | −10.0% | Reduced |
| Westwood Holdings Group Inc. | 2,751 | $908.2K | 0.01% | +2,751 | New |
| Anchor Investment Management, LLC | 2,776 | $916.4K | 0.07% | +198+7.7% | Added |
| Gsa Capital Partners LLP | 2,810 | $928.0K | 0.06% | +2,810 | New |
| Davis R M Inc | 2,815 | $929.3K | 0.01% | −147−5.0% | Reduced |
| Boston Trust Walden Corp | 2,819 | $930.6K | 0.01% | 00.0% | Unchanged |
| Indivisible Partners | 2,825 | $932.6K | 0.05% | +471+20.0% | Added |
| Transcend Wealth Collective, LLC | 2,826 | $932.8K | 0.06% | +353+14.3% | Added |
| Lederer & Associates Investment Counsel | 2,846 | $940.0K | 0.62% | −146−4.9% | Reduced |
| Biltmore Family Office, LLC | 2,848 | $940.2K | 0.12% | +46+1.6% | Added |
| Bank of Stockton | 2,861 | $944.5K | 0.27% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,871 | $947.7K | 0.00% | +35+1.2% | Added |
| High Note Wealth, LLC | 2,873 | $948.4K | 0.16% | −22−0.8% | Reduced |
| MONECO Advisors, LLC | 2,886 | $952.9K | 0.06% | +199+7.4% | Added |
| Scotia Capital Inc. | 2,892 | $954.7K | 0.00% | +1,141+65.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $957.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,901 | $957.7K | 0.28% | +1,332+84.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,904 | $958.7K | 0.35% | −43−1.5% | Reduced |
| Ibex Wealth Advisors | 2,906 | $959.4K | 0.08% | −25−0.9% | Reduced |
| Integrated Advisors Network LLC | 2,918 | $963.4K | 0.04% | +12+0.4% | Added |
| Berkeley Capital Partners, LLC | 2,921 | $964.3K | 0.20% | +81+2.9% | Added |
| Camden National Bank | 2,928 | $966.6K | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,928 | $966.6K | 0.01% | +379+14.9% | Added |
| Wedbush Securities Inc | 2,935 | $969.0K | 0.03% | +402+15.9% | Added |
| Wilson & Boucher Capital Management, LLC | 2,938 | $969.9K | 0.57% | −150−4.9% | Reduced |
| denkapparat Operations GmbH | 2,962 | $977.8K | 0.32% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,989 | $986.7K | 0.06% | −37−1.2% | Reduced |
| Real Talk Capital, LLC | 3,008 | $992.9K | 0.74% | +94+3.2% | Added |
| Pinnacle Bancorp, Inc. | 3,008 | $993.0K | 0.26% | 00.0% | Unchanged |
| South State Corp. | 3,018 | $996.3K | 0.04% | +869+40.4% | Added |
| Pensionmark Financial Group, LLC | 3,429 | $1.00M | 0.02% | −1,417−29.2% | Reduced |
| Evernest Financial Advisors, LLC | 3,037 | $1.00M | 0.21% | +49+1.6% | Added |
| Chicago Trust Co NA | 3,041 | $1.00M | 0.15% | +56+1.9% | Added |
| Checchi Capital Advisers, LLC | 3,041 | $1.00M | 0.06% | −5−0.2% | Reduced |
| Waddell & Associates, LLC | 3,059 | $1.01M | 0.05% | +286+10.3% | Added |
| Fidelis Capital Partners, LLC | 3,065 | $1.01M | 0.06% | +4+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,069 | $1.01M | 0.01% | +79+2.6% | Added |
| Evergreen Capital Management LLC | 3,074 | $1.01M | 0.02% | −265−7.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,076 | $1.02M | 0.01% | +817+36.2% | Added |
| Rathbone Brothers plc | 3,111 | $1.03M | 0.00% | +1,745+127.7% | Added |
| SNS Financial Group, LLC | 3,123 | $1.03M | 0.02% | +3,123 | New |
| Premier Path Wealth Partners, LLC | 3,132 | $1.03M | 0.12% | +93+3.1% | Added |
| TCG Advisory Services, LLC | 3,132 | $1.03M | 0.02% | +249+8.6% | Added |
| Atlas Capital Advisors LLC | 3,145 | $1.04M | 0.11% | −77−2.4% | Reduced |
| Marble Wealth, LLC | 3,150 | $1.04M | 0.16% | +8+0.3% | Added |
| Pure Financial Advisors, Inc. | 3,158 | $1.04M | 0.01% | +238+8.2% | Added |
| Abner Herrman & Brock LLC | 3,163 | $1.04M | 0.10% | −725−18.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,163 | $1.04M | 0.34% | +3+0.1% | Added |
| JT Stratford LLC | 3,168 | $1.05M | 0.11% | −4,225−57.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,170 | $1.05M | 0.06% | +61+2.0% | Added |
| VestGen Advisors, LLC | 3,170 | $1.05M | 0.03% | +100+3.3% | Added |
| LVW Advisors, LLC | 3,175 | $1.05M | 0.09% | +25+0.8% | Added |
| Strategic Advisors LLC | 3,192 | $1.05M | 0.23% | −2−0.1% | Reduced |
| PCM Encore, LLC | 3,192 | $1.05M | 0.19% | −10−0.3% | Reduced |
| Quad-Cities Investment Group, LLC | 3,211 | $1.06M | 0.38% | −6−0.2% | Reduced |
| Mount Lucas Management LP | 3,218 | $1.06M | 0.38% | +83+2.6% | Added |
| Burns J W & Co Inc | 3,249 | $1.07M | 0.11% | −10−0.3% | Reduced |
| LVM Capital Management Ltd | 3,251 | $1.07M | 0.09% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,264 | $1.08M | 0.20% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 3,279 | $1.08M | 0.35% | −185−5.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,926 | $1.08M | 0.06% | +1,736+145.9% | Added |
| Tradition Wealth Management, LLC | 3,280 | $1.08M | 0.07% | +5+0.2% | Added |
| Villere St Denis J & Co LLC | 3,303 | $1.09M | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $1.09M | 0.25% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 3,333 | $1.10M | 0.02% | +2,788+511.6% | Added |
| Connecticut Wealth Management, LLC | 3,340 | $1.10M | 0.04% | −8−0.2% | Reduced |
| PFG Investments, LLC | 3,347 | $1.11M | 0.04% | −279−7.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,361 | $1.11M | 0.07% | +215+6.8% | Added |
| Minot DeBlois Advisors LLC | 3,361 | $1.11M | 0.95% | −25−0.7% | Reduced |
| Union Savings Bank | 3,363 | $1.11M | 0.45% | 00.0% | Unchanged |
| Rinkey Investments | 3,368 | $1.11M | 0.26% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,399 | $1.12M | 0.03% | +341+11.2% | Added |
| Tiaa Trust, National Association | 3,403 | $1.12M | 0.07% | −914−21.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,418 | $1.13M | 0.01% | +2,397+234.8% | Added |
| Mather Group, LLC. | 3,419 | $1.13M | 0.01% | +400+13.2% | Added |
| Calamos Wealth Management LLC | 3,465 | $1.14M | 0.03% | +2+0.1% | Added |
| AMG National Trust Bank | 3,487 | $1.15M | 0.02% | −1,179−25.3% | Reduced |
| Gryphon Financial Partners LLC | 3,492 | $1.15M | 0.10% | +300+9.4% | Added |
| Bryn Mawr Trust Co | 3,494 | $1.15M | 0.03% | +6+0.2% | Added |
| Redwood Investment Management, LLC | 3,500 | $1.16M | 0.11% | −61−1.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $1.17M | 0.31% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,559 | $1.17M | 0.03% | +345+10.7% | Added |
| TCW Group Inc | 3,572 | $1.18M | 0.01% | −17−0.5% | Reduced |
| Barden Capital Management, Inc. | 3,573 | $1.18M | 1.09% | −1,525−29.9% | Reduced |
| Harbor Capital Advisors, Inc. | 3,589 | $1.19M | 0.08% | +6+0.2% | Added |
| Principal Securities, Inc. | 3,593 | $1.19M | 0.01% | −185−4.9% | Reduced |
| Parrish Capital LLC | 3,616 | $1.19M | 1.15% | −604−14.3% | Reduced |
| Capital Investment Advisors, LLC | 3,633 | $1.20M | 0.02% | +197+5.7% | Added |
| Davis Asset Management, L.P. | 3,653 | $1.21M | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,658 | $1.21M | 0.00% | +436+13.5% | Added |